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Understanding Lacerte diagnostic ref. 499

by Lacerte Tax 2023 Updated 6 months ago

If the following diagnostic is generating in the Individual module when e-filing:

  • At least one of the following fields must be present on an e-file return: total income, adjusted gross income, tax on income, total credits, total tax or total payments. (ref.# 499)

You need to have a nonzero amount in one of these fields in order to prevent an e-file rejection. If the taxpayer doesn’t have a nonzero for one of these fields, the return will need to be paper filed.

There may be no income or AGI present in the return because:

  • There’s only nontaxable social security income on the return.
  • No income has been entered on the return.
  • The taxpayer is filing Form 2555, all income is excluded, and no tax payments were made.
    • This is essentially a $0 return, so it will have to be paper filed.
  • You’re trying to e-file the extension and haven’t entered information for the regular tax return yet.
Lacerte Tax

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